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Tessera’s Roll-Up Strategy

Posted on Monday, Feb 12th

Chances are, you have not followed this company, nor heard of it. But unsung, Tessera (TSRA) has accumulated an annual revenue of $208.7 million in 2006, with a current market cap of close to $2 Billion. Shares of Tessera, which have traded between $24.58 and $42.40 over the last year, surged to a fresh 52-week

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Cisco, not Adobe acquires FiveAcross?

Posted on Friday, Feb 9th

Cisco buys Five Across, and enters Social Networking. Much as I applauded their previous purchase, Scientific Atlanta, which, judging by the recent earnings reports, is paying off, this one seems to be a frowning moment. That said, I like the FiveAcross value proposition a great deal. I wrote this piece called Media Shuffles back in

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Kodak’s Turnaround Formula

Posted on Wednesday, Feb 7th

Kodak has just announced its turnaround strategy of going against the grain of the printer business, and drastically cutting the prices of ink cartriges from the industry norm of $30 down to $10 for black and white, and $15 for color. The ink business is $45 Billion a year, and Kodak currently has no position

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Dell’s Turnaround Formula

Posted on Wednesday, Jan 31st

Last night, we were at a HBS event honoring Charles Schwab for the magnificent turnaround that he has instituted since his return as the CEO of the company he had founded thirty years back. Today’s news proclaims the return of Michael Dell to the CEO spot at Dell, replacing Kevin Rollins. Interesting development, although, my

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IBM’s Entry into Social Networking

Posted on Tuesday, Jan 23rd

Smart move, as IBM enters social networking. Anyone who has experience with large enterprises, knows, how tedious it is to locate people with the right expertise. Thus, I envision a LinkedIn equivalent which serves less as a tool for recruiters to find candidates, but more as an internal expertise locator, should be an absolute killer

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Nokia in India

Posted on Tuesday, Jan 23rd

Market Share of the handset market: 79% 4 Major Segments: Live – New Users Connect – More evolved users who look for more functionality, features and connectivity. Accordingly, phones in this segment would have GPRS, camera and music capabilities. Achieve – Enterprise users who need to have business functionalities in their phones. Explore – High

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Palm’s Turnaround Formula

Posted on Friday, Jan 19th

With the iPhone announcement, we enter an era when all the other smartphone providers need to now sit up and define their own clear positioning and path forward. With Steve Jobs working his PR machine, and the media lapping up the show and tell, it is imperative that Palm, for instance, decides where it goes

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iPhone and the Future

Posted on Sunday, Jan 14th

by Frank Levinson, Guest Author When I was sitting with some friends recently, we began talking about Apple’s introduction of the iPhone. We all felt that this product was one with much more promise than many we had seen in the last few years. Why? From the most straightforward view, the features in the iPhone

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